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Tax Planning Manager Jobs in Boca Raton, FL (NOW HIRING)

PKF O'Connor Davies

Tax Manager

Hollywood, FL · On-site

$101K - $133K/yr

Provide proactive tax planning and advisory support tailored to: * S - Corp * High Net Worth ... Manage, coach, and mentor staff and seniors on professional services client work. * Review ...

NorthPoint Search Group

Tax Manager

Fort Lauderdale, FL · On-site

$110 - $170/hr

Manages complex tax compliance for partnerships and other pass-through entities, identifies tax planning opportunities, oversees workflows and deliverables, leads staff development, and serves as the ...

Vets Hired

Tax Manager

Fort Lauderdale, FL · On-site

$90 - $140/hr

Support strategic tax planning and special projects. * Coordinate responses to external auditors ... Experience managing tax audits. * Proficiency with Microsoft Excel and financial systems (including ...

Vets Hired

Tax Manager

Fort Lauderdale, FL · On-site

$106K - $139K/yr

Support strategic tax planning and special projects. * Coordinate responses to external auditors ... Experience managing tax audits. * Proficiency with Microsoft Excel and financial systems (including ...

The Third Group

Tax Manager

Boca Raton, FL · On-site

$105K - $137K/yr

Position Summary The Tax Manager will oversee tax compliance and planning engagements for a diverse client base, including corporations, partnerships, and high-net-worth individuals. This role ...

Aprio

Affordable Housing Tax Manager

Fort Lauderdale, FL · On-site +1

$106K - $139K/yr

... tax planning. * Providing consulting services to clients on various tax-related issues such as ... Manage client relationships and ensure that clients are satisfied with the services provided by ...

Current

Tax Manager | International Tax

Boca Raton, FL · On-site

$85 - $120/hr

Tax Manager | International Tax This pivotal leadership role oversees all aspects of tax compliance, planning, and accounting within the organization. The responsibilities include ensuring accurate ...

LeoForce

Senior Tax Manager - PCS

West Palm Beach, FL · On-site

$170 - $220/hr

Experience mentoring and managing staff and senior staff * Active CPA required * Masters in ... Annual raises! * 401k Matching! #accounting-finance #wealth-planning #estate #trust #1040 #hnw #tax ...

New

Job_Listing_459

Tax Manager

West Palm Beach, FL · On-site

$107K - $140K/yr

The Tax Manager is responsible for managing the Company's U.S. tax compliance activities, including ... planning initiatives, and strategic business transactions as assigned.

New

Solomon Page

Tax Manager

Delray Beach, FL · On-site

$160K - $200K/yr

Tax Manager Location: Delray Beach, FL (Fully Onsite) Compensation: $160,000$200,000 ... Participate in tax planning initiatives and other special projects. * Serve as a key internal ...

Ceritypartners

Senior Tax Manager

Boca Raton, FL · On-site +1

Our focus is to deliver significant value through Tax Planning and Compliance, Trusts & Estate planning, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and ...

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Showing results 21-40

All JobsTax Planning JobsTax Planning Manager JobsTax Planning Manager Jobs in Boca Raton, FL

Tax Planning Manager information

See Boca Raton, FL salary details

$52.2K

$122.8K

$167K

How much do tax planning manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for tax planning manager in Boca Raton, FL is $122,765.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,300.00 and $138,100.00 per year, depending on experience, location, and employer.

What does a tax planning manager do?

A Tax Planning Manager oversees the development and implementation of strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws and regulations. They analyze financial data, stay updated on tax legislation, and advise management or clients on the best ways to structure transactions and operations for tax efficiency. Additionally, they may supervise tax staff, coordinate with external auditors, and prepare or review tax returns. Their goal is to optimize tax outcomes and reduce risks related to tax compliance.

What are the key skills and qualifications needed to thrive as a tax planning manager?

To thrive as a Tax Planning Manager, you need a deep understanding of tax laws, strong analytical skills, and typically a degree in accounting, finance, or a related field, often supported by CPA or similar certification. Proficiency with tax software such as CCH Axcess, Thomson Reuters, and advanced Excel skills is highly valuable. Outstanding communication, attention to detail, and strategic thinking set top performers apart in this role. These skills are crucial for minimizing tax liabilities, ensuring compliance, and providing valuable guidance to clients or organizations.

What are some common challenges faced by a tax planning manager, and how can they be effectively managed?

Tax Planning Managers often face challenges such as staying updated with frequently changing tax laws, managing complex client portfolios, and ensuring compliance across multiple jurisdictions. These challenges can be effectively managed by committing to ongoing professional development, leveraging tax software for automation and accuracy, and fostering strong communication with both clients and internal teams. Collaborating closely with legal, finance, and audit departments also helps in identifying potential risks early and implementing proactive solutions.

What is the difference between Tax Planning Manager vs Tax Accountant?

AspectTax Planning ManagerTax Accountant
CertificationsCPA or EA often preferredCPA or EA often preferred
Work EnvironmentStrategic planning, advising clients or companiesPreparing tax returns, compliance, and reporting
Industry UsageUsed in corporate, consulting, and accounting firmsCommon in accounting firms, corporate finance, and small businesses
Primary FocusTax strategy, planning, and minimizing liabilitiesTax preparation, compliance, and reporting

The main difference between a Tax Planning Manager and a Tax Accountant lies in their focus. The Tax Planning Manager concentrates on developing tax strategies and advising clients or organizations to optimize tax liabilities. In contrast, the Tax Accountant primarily handles preparing tax returns and ensuring compliance. Both roles often require similar certifications and work in related environments, but their core responsibilities differ significantly.

Is a tax planning manager a stressful job?

A tax planning manager often faces stress during peak tax seasons due to tight deadlines and complex regulations. The role requires strong analytical skills, attention to detail, and the ability to manage multiple client accounts, which can contribute to a high-pressure environment. However, workload and stress levels can vary depending on the organization and workload management practices.

What are popular job titles related to Tax Planning Manager jobs in Boca Raton, FL?

For Tax Planning Manager jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Tax Planning Manager jobs in Boca Raton, FL look for?

The top searched job categories for Tax Planning Manager jobs in Boca Raton, FL are:

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Cities near Boca Raton, FL with the most Tax Planning Manager job openings:

Tax Planning Manager jobs near you

Tax Manager

PKF O'Connor Davies

Hollywood, FL • On-site

$101K - $133K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

About PKF O'Connor Davies
PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.
Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.
At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.
If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you!
We are seeking an experienced Tax Manager to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities.
The ideal candidate will bring strong technical tax expertise, exceptional client service skills, and direct experience advising clients, particularly those with complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations.
Key Responsibilities
Client Engagement & Relationship Management
  • Serve as the primary point of contact for our clients.
  • Provide proactive tax planning and advisory support tailored to:

    • S - Corp
    • High Net Worth
    • Trusts & Estates
    • Partnerships and pass-through entity owners

  • Build and maintain strong client relationships, ensuring a high level of service and responsiveness.
  • Identify tax-saving opportunities and strategic planning initiatives across clients' personal and business interests.

Tax Compliance & Technical Expertise
  • Review complex federal, state, and local tax returns, including:

    • 1040 (individual)
    • 1041 (trusts and estates)
    • 1065 and 1120-S related to practice partnerships and S corporations
    • 709 (gift tax)
    • Related entities such as management companies, holding companies, and investment partnerships
    • Experience with foreign related tax return

  • Advise on matters relevant to clients, such as:

    • multi-state income issues
    • retirement plan strategies
    • buy-in/buy-out structures
    • partner compensation models
    • K-1 allocation issues
    • entity structuring and conversion strategies

  • Conduct tax research and prepare technical memoranda on complex issues.

Review, Leadership & Team Development
  • Manage, coach, and mentor staff and seniors on professional services client work.
  • Review workpapers, tax returns, and tax planning deliverables.
  • Promote technical development and knowledge-sharing within the team.

Project & Engagement Management
  • Lead multiple engagements simultaneously, ensuring timely and accurate deliverables.
  • Manage engagement budgets, billing, and client expectations.
  • Coordinate with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed.

Qualifications
  • Must be able to work in the office a minimum of 3 days per week.
  • Bachelor's degree in Accounting from an accredited college/university required.
  • MST, JD, or LLM in Taxation a plus.
  • Active CPA license or EA certification required.
  • 7+ years of progressive tax experience in public accounting required.
  • Strong technical expertise and extensive experience reviewing individual, partnership, S-corporation, trust, gift tax, and investment partnership returns.
  • Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
  • Knowledge of CCH Axcess preferred.
  • Experience with multi-entity and multi-state taxation issues.
  • Proven leadership skills with the ability to manage multiple priorities and mentor team members.
  • Strong interpersonal, verbal, and written communication skills with executive presence.
  • Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.
  • Demonstrated ability to build relationships and contribute to firm growth.

Compensation & Benefits:
Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
  • Medical, Dental, and Vision plans
  • Basic Life, AD&D, and Voluntary Life Insurance
  • 401(k) plan and Profit-Sharing program
  • Flexible Spending & Health Saving accounts
  • Employee Assistance, Wellness, and Work-life programs
  • Commuter & Parking benefits programs
  • Inclusive Parental Leave Benefits
  • Generous Paid Time Off (PTO)
  • Paid Firm Holidays
  • Community & Volunteering programs
  • Recognition & Rewards programs
  • Training & Certification programs
  • Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
#LI-KE
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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